Change Request Workflows

    TAM has two change requests: One for Auto, and one for Habitational. The Auto change request works for both Personal and Commercial policies. The Habitational change request only applies to Personal lines, but it also applies to the Personal Articles/Watercraft application. All other forms will display a "Not Yet Implemented" error if you try to create a change request, even forms for which a Commercial ACORD form is available in Canada. There are different workflows on the change request, depending on what you want to change.

    Address Change

    1. On the Policy tab, enter the correct Effective Date of Change.
    2. Click the Applicant tab.
    3. Select the Address Changes as shown below checkbox.
    4. Optionally select the Update Client Screen Address checkbox to push the change to the client's account in TAM.
    5. Update the client's address as necessary.
    6. Enter a Reason for the change (e.g., moved, incorrect address, etc.).

    Add or Delete Risks

    You can add and remove different types of risks, depending on the form. See the next set of instructions to change scheduled items on a Habitational form.

    Add Locations

    1. On the Policy tab, enter the correct Effective Date of Change.
    2. Click the Locations tab.
    3. Select if this is an Add or a Change. If it is a Change, enter the Loc #.
    4. Enter information about the addition or change. Select the Loc, Cov 1, Cov 2, Add'l Exp, , and Rating 2 radio buttons to enter that information.

    Delete Locations

    1. On the Policy tab, enter the correct Effective Date of Change.
    2. Click the Deleted Loc tab.
    3. Select the location you want to remove from the dropdown box.
    4. Select the first checkbox in the Del column. Information for the selected location fills in.
    5. If you need to delete another location, select it from the dropdown box and select the second Del checkbox.

    Add Vehicles

    1. On the Policy tab, enter the correct Effective Date of Change.
    2. Click the Vehicles tab.
    3. Select if this is an Added Automobile or Changes Applicable to change request. If it is a change, select the correct vehicle from the dropdown box.
    4. Enter information that needs to be added or changed. Select the Vehicle, Rating, Limit, Lien, and AB addition radio buttons to change that information.
    5. If you need to make another change, click the Add button at the top of the Change Request screen. Use the Previous and Next buttons to move between changes.

    Delete Vehicles

    1. On the Policy tab, enter the correct Effective Date of Change.
    2. Click the Deleted Veh tab.
    3. Select the vehicle to which this request applies.
    4. Enter information about the vehicle(s) the insured wants removed.

    Add Drivers

    1. On the Policy tab, enter the correct Effective Date of Change.
    2. Click the Drivers tab.
    3. Select if the change is for an Added Operator or if the Changes Apply To an existing driver. If it is an existing driver, select the correct driver.
    4. Enter information about the new driver or the changes to an existing driver. Select the Driver History radio button to change that information.
    5. If you need to make another change, click the Add button at the top of the Change Request screen. Use the Previous and Next buttons to move between changes.

    Delete Drivers

    1. On the Policy tab, enter the correct Effective Date of Change.
    2. Click the Deleted Drv tab.
    3. Select the first Deleted Driver checkbox, and then enter the information about the driver you want to delete. Enter a Reason in the corresponding box beneath the driver information.

    Add or Delete Scheduled Articles

    1. On the Policy tab, enter the correct Effective Date of Change.
    2. Click the Property tab.
    3. Select if you want to Add, Change, or Delete a risk.
    4. Select the Risk from the list on the right.
    5. Select a Description from the dropdown menu.
    6. Enter a Serial # (if applicable) and a description of the item.
    7. Enter the Appraisal Date.
    8. Enter other information about the risk: Number Of, Settlement Basis, Coverage Qualifier, Amount of Ins, and Deductible.
    9. Select if the item is for Business Use, and select if it is part of an All Risks or Named Perils policy.
    10. If you need to make another change, click the Add button at the top of the Change Request screen. Use the Previous and Next buttons to move between changes. You can select the same risk multiple times for multiple risks of the same type.

    Add or Delete Watercraft

    1. On the Policy tab, enter the correct Effective Date of Change.
    2. Click the Watercraft tab.
    3. Enter the Liability Limit and Deductible.
    4. Select the change type for the first change (A for Add, C for Change, and D for Delete), and then select the Hull/Motor Trailer and Type Code. Continue adding, changing, and deleting watercraft.
    5. Select the Watercraft 2 and Add'l Info radio buttons to fill out that information as well. Make sure you use the correct corresponding numbers.